US

Pentagon’s $1 Billion Critical Minerals Stockpile Expansion

A Strategic Response to China's Export Controls and the New Resource GeopoliticsExecutive SummaryIn October 2025, the U....
China

Japan’s Strategic Response to the Rare Earth Geopolitics

Japan is building a three-pillar strategy—supply diversification, dual industrial standards, and financial stabilization—to reduce dependence on China and secure critical rare earth materials amid rising geopolitical tensions.
Global Economy

Report: The 2025 U.S. Government Shutdown — Real Economy Distortions and the Spread of Credit Risk

The 2025 U.S. government shutdown triggered one of the deepest economic disruptions in decades — freezing wages, raising unemployment to 4.4%, and spreading credit delinquencies across cards, mortgages, and auto loans. This in-depth report analyzes how political paralysis became a credit event, reshaping America’s financial stability.
China

Geopolitics of Rare Earths: How Resource Power Reshapes the New Cold War Economy

As U.S.–China tensions escalate, rare earths have become the silent weapon shaping a new Cold War economy. Explore how resource power, supply chain alliances, and technological decoupling are redrawing the global order.
China

China’s Port Fee Retaliation: The Rise of a “Non-Tariff Tariff” in Global Trade

China has imposed new port fees on U.S.-linked vessels, marking the start of a non-tariff trade war. Learn how this “logistics weapon” reshapes global supply chains.
Japan

The Spillover of the 2025 U.S. Government Shutdown on Japan’s Economy

How the 2025 U.S. Government Shutdown Could Ripple Through Japan’s Economy – Yen, BOJ Policy, and Global Risk
US

Trump Family’s Business Expansion in Serbia and the Deal-Making with President Vučić

Trump family expands real estate in Serbia as Trump and Vučić pursue deal-making, balancing EU accession, Russian ties, and political risks.
Report

Trump’s Tactics and Sanctions on Serbia’s NIS – With a Russian Perspective

Analysis of U.S. sanctions on Serbia’s NIS under Trump’s deal-making tactics, Serbia’s EU dilemma, and Russia’s strategic response in the Balkans.
Report

Report: U.S. Sanctions on Serbia’s Main Oil Company – Background, Impacts, and Outlook

The U.S. sanctions Serbia’s Russian-owned oil giant NIS, raising questions over energy security, financial stability, and Serbia’s ties with Russia and the EU.
Japan

U.S. Government Shutdown and Household Debt Risks — Lessons from the Subprime Crisis and Implications for Japan

A prolonged U.S. government shutdown could trigger rising credit card and mortgage delinquencies, echoing subprime crisis risks. This report analyzes household debt vulnerabilities, financial spillovers, and the implications for Japan’s economy and investors.
Japan

The Prolonged U.S. Government Shutdown and Its Impact on the Japanese Economy

A prolonged U.S. government shutdown could trigger yen appreciation, export slowdown, and financial instability in Japan. This report explores potential BOJ rate hikes, market impacts, and policy responses for businesses, investors, and policymakers.
Middle East

Pakistan’s Rare Earths at the Heart of U.S.–China Geoeconomic Rivalry

Pakistan’s rare earth resources have become a new arena in the U.S.–China rivalry. Discover how mineral diplomacy, supply chain shifts, and geopolitics are redefining South Asia’s future.
Report

Pakistan’s Rare Earth Ambition: The Geopolitical and Economic Crossroads

Pakistan is positioning its rare earth resources as a new strategic asset amid U.S.–China tensions. Explore its economic potential, geopolitical risks, and investment outlook.